Filed: 8/13/2025ACC: 0001095449-25-000061
📋 What this filing means
FINANCIAL AVENGERS, INC. filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $215.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
141
Positions
$215.42M
Total AUM (reported)
1.71M
Total Shares
Allocation by class
COMMON STOCK$202.74M94.1%
UIT EXCHANGE TRADED$6.14M2.8%
FOREIGN CANADIAN$5.25M2.4%
AMERICAN DEPOSITORY$981.0K0.5%
REAL ESTATE INVESTME$167.0K0.1%
FOREIGN ORDINARIES$151.6K0.1%
Portfolio Concentration
Top 3$76.10M35.3%
4–10$85.71M39.8%
11–25$46.21M21.5%
Rest$7.40M3.4%
Top 3 weight
35.3%
Top 10 weight
75.1%
Voting Authority Distribution
Total shares with voting rights: 1.71M
Sole
Full voting authority
1.71M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole141
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings141
Rows:
NVIDIA CORP
SOLEShares192.36K
TypeSH
Market value$30.39M
14.11%
Sole
192.36K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares119.64K
TypeSH
Market value$26.25M
12.18%
Sole
119.64K
Shared
0.00
None
0.00
APPLE INC
SOLEShares94.85K
TypeSH
Market value$19.46M
9.03%
Sole
94.85K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CLASS B
SOLEShares38.38K
TypeSH
Market value$18.64M
8.65%
Sole
38.38K
Shared
0.00
None
0.00
ALPHABET INC CLASS C
SOLEShares87.24K
TypeSH
Market value$15.47M
7.18%
Sole
87.24K
Shared
0.00
None
0.00
CHARLES SCHWAB CORP
SOLEShares154.54K
TypeSH
Market value$14.10M
6.55%
Sole
154.54K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares40.39K
TypeSH
Market value$12.88M
5.98%
Sole
40.39K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares190.57K
TypeSH
Market value$9.02M
4.19%
Sole
190.57K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares16.20K
TypeSH
Market value$8.06M
3.74%
Sole
16.20K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares49.34K
TypeSH
Market value$7.54M
3.50%
Sole
49.34K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares51.41K
TypeSH
Market value$6.38M
2.96%
Sole
51.41K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares37.99K
TypeSH
Market value$6.05M
2.81%
Sole
37.99K
Shared
0.00
None
0.00
SHOPIFY INC FCLASS A
SOLEShares45.47K
TypeSH
Market value$5.24M
2.43%
Sole
45.47K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS I
SOLEShares93.14K
TypeSH
Market value$4.03M
1.87%
Sole
93.14K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares42.59K
TypeSH
Market value$3.90M
1.81%
Sole
42.59K
Shared
0.00
None
0.00
ISHARES BROAD USD INVESTMENT GRADE C
SOLEShares64.26K
TypeSH
Market value$3.31M
1.53%
Sole
64.26K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares7.91K
TypeSH
Market value$3.06M
1.42%
Sole
7.91K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares35.80K
TypeSH
Market value$2.64M
1.22%
Sole
35.80K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares89.79K
TypeSH
Market value$2.18M
1.01%
Sole
89.79K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares101.72K
TypeSH
Market value$2.13M
0.99%
Sole
101.72K
Shared
0.00
None
0.00
TESLA INC
SOLEShares5.88K
TypeSH
Market value$1.87M
0.87%
Sole
5.88K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DCLASS A
SOLEShares2.00
TypeSH
Market value$1.46M
0.68%
Sole
2.00
Shared
0.00
None
0.00
3M CO
SOLEShares9.10K
TypeSH
Market value$1.39M
0.64%
Sole
9.10K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares7.67K
TypeSH
Market value$1.35M
0.63%
Sole
7.67K
Shared
0.00
None
0.00
ELI LILLY AND CO
SOLEShares1.58K
TypeSH
Market value$1.23M
0.57%
Sole
1.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COMMON STOCK | 192.36K | SH | $30.39M 14.11% | 192.36K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COMMON STOCK | 119.64K | SH | $26.25M 12.18% | 119.64K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 94.85K | SH | $19.46M 9.03% | 94.85K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS BSOLE | COMMON STOCK | 38.38K | SH | $18.64M 8.65% | 38.38K | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COMMON STOCK | 87.24K | SH | $15.47M 7.18% | 87.24K | 0.00 | 0.00 |
CHARLES SCHWAB CORPSOLE | COMMON STOCK | 154.54K | SH | $14.10M 6.55% | 154.54K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COMMON STOCK | 40.39K | SH | $12.88M 5.98% | 40.39K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COMMON STOCK | 190.57K | SH | $9.02M 4.19% | 190.57K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COMMON STOCK | 16.20K | SH | $8.06M 3.74% | 16.20K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 49.34K | SH | $7.54M 3.50% | 49.34K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COMMON STOCK | 51.41K | SH | $6.38M 2.96% | 51.41K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 37.99K | SH | $6.05M 2.81% | 37.99K | 0.00 | 0.00 |
SHOPIFY INC FCLASS ASOLE | FOREIGN CANADIAN | 45.47K | SH | $5.24M 2.43% | 45.47K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS ISOLE | COMMON STOCK | 93.14K | SH | $4.03M 1.87% | 93.14K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COMMON STOCK | 42.59K | SH | $3.90M 1.81% | 42.59K | 0.00 | 0.00 |
ISHARES BROAD USD INVESTMENT GRADE CSOLE | UIT EXCHANGE TRADED | 64.26K | SH | $3.31M 1.53% | 64.26K | 0.00 | 0.00 |
ADOBE INCSOLE | COMMON STOCK | 7.91K | SH | $3.06M 1.42% | 7.91K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | UIT EXCHANGE TRADED | 35.80K | SH | $2.64M 1.22% | 35.80K | 0.00 | 0.00 |
PFIZER INCSOLE | COMMON STOCK | 89.79K | SH | $2.18M 1.01% | 89.79K | 0.00 | 0.00 |
KENVUE INCSOLE | COMMON STOCK | 101.72K | SH | $2.13M 0.99% | 101.72K | 0.00 | 0.00 |
TESLA INCSOLE | COMMON STOCK | 5.88K | SH | $1.87M 0.87% | 5.88K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DCLASS ASOLE | COMMON STOCK | 2.00 | SH | $1.46M 0.68% | 2.00 | 0.00 | 0.00 |
3M COSOLE | COMMON STOCK | 9.10K | SH | $1.39M 0.64% | 9.10K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COMMON STOCK | 7.67K | SH | $1.35M 0.63% | 7.67K | 0.00 | 0.00 |
ELI LILLY AND COSOLE | COMMON STOCK | 1.58K | SH | $1.23M 0.57% | 1.58K | 0.00 | 0.00 |
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